Unlocking the Power of Agentic AI: Innovation Meets Intelligent Oversight
(CODE: 251024LU-CEX)
CPT/CE Eligibility (A Recognized CPT Provider)
| CPT hour(s) | TBC |
| PL (CE) hour(s) | TBC |
| RBV CPD hour(s) | TBC |
Agentic AI is reshaping how enterprises operate - especially in technology and financial services. This dynamic session explores how intelligent systems powered by Large Language Models (LLMs) are being embedded into workflows to amplify productivity, enhance decision-making, and spark innovation at scale. Industry leaders will share real-world applications, showcasing how Agentic AI tools are enhancing business efficiency and strategic advantages. From streamlining operations to generating smarter insights, these systems are turning everyday tasks into engines of efficiency and creativity.
Key topics include:
- Practical use of LLMs as intelligent copilots
- Breakthroughs in autonomous task execution
- Proven strategies for effective prompting
Attendees will gain hands-on guidance for crafting high-impact prompts that unlock the full potential of Agentic AI. The session also addresses responsible integration – balancing cutting-edge innovation with intelligent oversight. Whether you’re optimizing work with agents, driving smarter insights, or exploring new frontiers of automation, this session equips professionals with the tools and mindset to harness Agentic AI effectively in today’s fast-moving digital landscape.
About the Speaker
Ms. Emy Chan
Global Black Belt Specialist
Emy has 9 years of experience in AI ideation, technical leadership and product specialization in the Data and AI field. She focuses on advocating AI Sales transformation use cases with executives across Asia markets in her current role as Global Black Belt in Microsoft.
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About the Moderator
Mr. Bosco Chan
CFA Society Hong Kong
Mr. Bosco Chan is currently a Vice President at a global private bank, providing transformation solutions in Credit Operations. He was previously the Unit Manager in the Commercial Banking and the Deputy Team Head in the Business Banking.
Chan is passionate about continuous learning and volunteering. He was the organizer of the International AWM Ops Associate Forum at a global private bank, a Member in Continuing Education Committee of CFA Society Hong Kong. He holds a Bachelor of Business Administration in Information Systems and Bachelor of Engineering in Software Engineering from the University of Hong Kong.
CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this event. Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates. Please contact CFA Society Hong Kong at events@cfahk.org to register.
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Remarks
Registration and Payment Policies
- Registration is compulsory for all attendees, and no walk-in participants will be permitted to ensure proper event management and capacity control.
- For members, non-members, and guests, registration is only officially confirmed upon the successful receipt of payment. Reflecting the increasing shift towards cashless transactions, cash and cheque payments are not accepted. Participants must ensure that their online payment transactions are completed successfully; failure to do so may result in the registration not being processed.
- All registration fees must be paid in full prior to the start of the event. If the registration fee remains outstanding at the time of the event, CFA Society Hong Kong reserves the right to refuse entry.
- The full registration fee will be charged for no-shows or for any enrollments submitted after the deadline of 22 Oct, 20251
Cancellation, Refunds, and Substitutions
- A non-refundable administration fee of HK$50 will be applied to any cancellation of a confirmed enrollment made on or before 22 Oct, 2025. All cancellation requests must be formally submitted in writing, and confirmation must be received via email from CFA Society Hong Kong to be considered valid.
- For cancellations received on or before 22 Oct, 2025, a refund of the event fee will be issued, deducting the HK$50 administration fee per person. For payments made via credit card, the refund process will be handled directly through the bank, with a processing period of 4 to 6 weeks. The refunded amount will be credited back to the original payment card, and participants are advised to check their statements accordingly.
- No refunds will be provided for any cancellation requests received after 22 Oct, 2025.
- Substitutions are permitted, participants must notify the Society in advance. If the substitute is not a Society member, the applicable non-member rate will be charged to reflect membership benefits.-
Attendance and Certification
- Only individuals who are officially registered are allowed to stay and participate in the event, ensuring a controlled and professional environment.
- To qualify for Continuing Professional Training (CPT) or Professional Learning Program (PL) hours or RBV CPD hour, all participants must attend the event in its entirety. Following the event, Society staff will verify each participant’s check-in and check-out times with the registration system to issue CPT Attendance Letters. No pro-rata credit hours will be awarded for partial attendance, maintaining the integrity of the certification process.
- Requests for attendance letters will not be processed after the event date and the registration deadline.-
Other Details and Policies
- This event is recognized as eligible under the CFA Societies Global Passport Program.
- The event will be conducted exclusively in English.
- For the purpose of attendance tracking, participants’ names and company names (if provided) may be shared with the event speaker.
- Should there be any changes to the event date(s), venue, or other arrangements due to unforeseen circumstances, participants will be notified via SMS and/or email. Additionally, notices will be posted on the Society’s website, and participants are encouraged to stay vigilant and check these channels for updates.
- Participants are personally responsible for safeguarding their belongings throughout the event, as CFA Society Hong Kong will not be held liable for any loss, theft, or damage to personal items.
- Individuals experiencing discomfort, flu-like symptoms, or any health concerns are kindly requested to refrain from participating in the event to prioritize the well-being of all attendees.
- In the event of any dispute arising from the event, the decision made by CFA Society Hong Kong shall be considered final and binding to ensure consistency and fairness.
- The event organizers reserve the right to alter the format, date, or other aspects of the event due to unforeseen circumstances, such as weather or logistical issues, without providing prior notice.
Personal Information Collection Statement
- Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here.
- CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org.
By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.
- The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
- In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.
